See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,903 | $91,552-56.4% | $133,956-70.2% | $79,858-50.0% |
| Participation rate | 81.7% | 73.3%+8.3pp | 79.8%+1.9pp | 69.6%+12.1pp |
| Annual return | 14.79% | 61.85%-47.1pp | 45.09%-30.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,022 | $3,733-45.8% | $5,048-59.9% | $3,740-45.9% |
| Admin fee / account holder | $745 | $6,321-88.2% | $8,927-91.7% | $5,306-86.0% |